See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,428 | $124,281-61.8% | $109,143-56.5% | $167,490-71.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 16.16% | 26.04%-9.9pp | 25.75%-9.6pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,818 | $4,207-56.8% | $3,722-51.2% | $4,837-62.4% |
| Participant deferral / active EE | $5,485 | $5,255+4.4% | $4,653+17.9% | $6,341-13.5% |
| Admin fee / account holder | $41 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |